View source for Managing Templates for Version 7.2 (Portal)

==About Managing Template Properties Forms==

===What is a Template Properties Form?===

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Planisware Enterprise, Asana, and Wrike.

For OnePager, a '''Template Properties''' form is a general set of '''style rules''' that can be used to create different charts. For example, if you have several projects and need to create the '''same style''' of report for each one, a '''Template Properties''' form allows you to create a '''single style''' that can be applied across '''multiple''' charts. It is the '''Template Properties''' form from which a new chart is created and from which all of the settings in the '''Chart Properties''' form are initially populated.  The '''Template Properties''' form is also the place where you have the largest number of '''source plan''' fields from which to '''import''' into OnePager. A '''Template Properties''' form is a great way to achieve '''standardization''' across projects and across team members!  

If everyone starts with the same '''Template Properties''' form, then the resulting charts adheres to '''standards''' that make it much easier for your audiences to digest. 

For more information on the '''differences between a Template and a chart''', please see the article at: 

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{| class="wikitable"
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] <!--4.0.1.3-72-->
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===Managing Template Properties Forms===

Standard '''Template Properties''' forms are distributed with OnePager and installed on your computer. These standard '''Template Properties''' form options, when selected, can create various visual presentations of your Microsoft Project, Microsoft Excel, Oracle Primavera P6, Project for the Web, Smartsheet, Asana, and Wrike data that can meet your schedule discussion needs.  The standard '''Template Properties''' form can also form starting points for you to create your own '''Template Properties''' forms which, in turn, create chart visualizations of project data specifically tailored to your presentations. The distributed standard '''Template Properties''' forms, for the most part, contain the same controls and options as the '''Chart Properties''' form that is the computer data representation of the chart managed by the '''Chart Editor'''. There are, however, differences in the content, controls, and features between OnePager '''Template Properties''' forms and the '''Chart Properties''' forms. 

For more instructions on '''Template Properties form only features''' for the '''source plans''' supported by OnePager, please see the articles shown in the links below:  

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{| class="wikitable"
| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] <!--24.1.1-72-->
|-
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] <!--24.2.1-72-->
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| [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] <!--24.2.2-72-->
|-
| [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] <!--24.2.3-72-->
|-
| [[Template Only Features for Project for the Web Source Plans in OnePager Version 7.2 | Template Only Features for Project for the Web Source Plans in OnePager]] <!--24.2.5-72-->
|-
| [[Template Only Features for Planisware Enterprise Source Plans in OnePager Version 7.2 | Template Only Features for Planisware Enterprise Source Plans in OnePager]] <!--24.2.7-72-->
|-
| [[Template Only Features for Asana Source Plans in OnePager Version 7.2 | Template Only Features for Asana Source Plans in OnePager]] <!--24.2.9-72-->
|-
| [[Template Only Features for Wrike Source Plans in OnePager Version 7.2 | Template Only Features for Wrike Source Plans in OnePager]] <!--24.2.11-72-->
|}
</center>

==Accessing the OnePager Template Properties Forms==

'''Template Properties''' forms distributed with all editions of OnePager can be accesses for '''review''', '''editing''', and '''saved''' in two ways:

:1) From the OnePager Pro ('''OPP'''), OnePager Express ('''OPX'''), and OnePager Bundle ('''OPB''') '''Add-in''' applications.

:2) From the OnePager Pro, OnePager Express, and OnePager Bundle '''Standalone''' applications.

===Accessing the OnePager Template Properties Form from the Add-in Application===

To access, '''review''', or '''edit''' the '''Template Properties''' form from the OnePager '''Add-in''' application, click the '''Templates…''' button on the Microsoft Project ribbon's '''Add-ins''' tool bar for '''OPP''' or click the Microsoft Excel ribbon's '''Add-ins''' tool bar for '''OPX'''.  The '''Template…''' button for '''OPP''' is shown below:

<center>[[File:P70-24_0_1-70-(1)-11302020.png]]</center>
<!--<center>P70-24_0_1-70-(1)-11302020.png</center>-->

Clicking the '''Template...''' button shown above for either '''OPP''' or '''OPX''' accesses the '''current Template Properties''' form as shown here:

<center>[[File:P72-24_0_1-72-(2)-11092023.png]]</center>
<!--<center>P72-24_0_1-72-(2)-11092023.png</center>-->

The current '''Template Properties''' form is displayed on top of your Microsoft Project or Excel '''source plan''' and can be '''reviewed''', '''edited''', or '''saved after editing''' using the '''File''', '''Edit''', or '''Help''' buttons on the '''Template Properties''' form's tool bar as shown above. If any '''edits''' are made to the accessed current '''Template Properties''' form , these '''edits''' can be made permanent by using the '''Save''' button at the bottom of the form after all '''edits''' are accomplished.

===Accessing the OnePager Template Properties Form from the Standalone Application===

Since the '''Standalone''' versions of '''OPP''', '''OPX''', and '''OPB''' are launched from desktop '''Icons''' on your computer, either of these '''Standalone''' applications needs to be launched first before access can be gained to the current '''Template Properties''' form. Launching either '''OPP''', '''OPX''', or '''OPB Standalone''' application accesses the respective '''Chart Editor''' that is '''blank''' and the '''OnePager Pro Start''', '''OnePager Express Start''', or '''OnePager Bundle Start''' form. To '''review''' or '''edit''' the '''Template Properties''' form from the OnePager '''Standalone''' application, click the '''File''' tab on the '''Chart Editor's''' ribbon screen and then the '''Options''' tab on the set of tabs on the left side of the screen as shown here:

<center>[[File:P72-24_0_1-72-(3-2)-11092023.png]]</center>
<!--<center>P72-24_0_1-72-(3-2)-11092023.png</center>-->

Clicking the '''Template...''' button as shown above accesses the '''Template Properties''' form for '''editing''' as illustrated below:

<center>[[File:P72-24_0_1-72-(2)-11092023.png]]</center>
<!--<center>P72-24_0_1-72-(2)-11092023.png</center>-->

If any '''edits''' are made to the accessed current '''Template Properties''' form, these '''edits''' can be made permanent by using the '''Save''' button at the bottom of the form after all '''edits''' are accomplished. Illustrated above are the steps for accessing the '''Template Properties''' form associated with the '''OnePager Pro Standalone''' application. The same steps are used to access the '''OnePager Express Standalone''' or the '''OnePager Bundle Standalone''' application’s '''Template Properties''' form.

'''Note:'''  If a '''Chart Properties''' form is '''open''' when you attempt to access the '''Template Properties''' form as described above, the '''Template''' button is '''disabled''' as '''Template''' and '''Chart Properties''' forms should not be open at the same time.

==Customizing the OnePager Template Properties Form==

The '''Template Properties''' form has the same tabs as the '''Chart Properties''' form and on each tab, for the most part, the controls on the '''Template Properties''' form mirror those on the '''Chart Properties''' form. You can '''customize''' any distributed '''Template Properties''' form to have your charts '''start out with''' a common look and use a standard set of '''source plan''' fields. '''Editing''' within the '''Template Properties''' form involves accessing the specific tab and using the control group controls within the tab to change the settings and checkboxes to meet you visualizations intent.

===Similarity to the Chart Properties Form===

Since the '''Template Properties''' form's controls are so similar to those of the '''Chart Properties''' form, we recommend that you reference the articles dealing with '''Editing the Chart Properties''' form at:  

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{| class="wikitable"
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
|}
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===Special Features on the Template Properties Form===

There are two (2) '''special feature controls''' on the '''Template Properties''' form that need to be set in the current '''Template Properties''' form if the feature is to be used in the '''creation''' and subsequent '''update''' of charts.

====Enterprise Custom Fields====

For OnePager Pro '''only''', the product supports access to '''Enterprise Custom Fields''' that typically reside in an '''enterprise server'''. All OnePager Pro '''Template Properties''' forms have controls for accessing these '''Enterprise Custom Fields. 

For more information on the access and use of '''Enterprise Custom Fields''' for OnePager Pro, please see the article at: 

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{| class="wikitable"
| [[Using Enterprise Custom Fields for Microsoft Project Server/Project Online for Version 7.2  | Using Enterprise Custom Fields for Microsoft Project Server/Project Online]] <!--24.3.1-72-->
|}
</center>

====Field Splitting and Column Parsing====

The '''Field Splitting''' feature allows you to duplicate tasks when a tasks in your Microsoft Project, Microsoft Excel, Oracle Primavera P6, Smartsheet, Planisware Enterprise, or Asana '''source plans''' are assigned to '''multiple resources''' (or any other field). Because assignments from Microsoft Project or Microsoft Excel can often be '''comma-delimited''', this feature enables OnePager to parse the '''comma-delimited list''' and '''create''' a unique task for each instance in the '''comma-separated''' list. If you anticipate using the '''Field Splitting and Column Parsing''' feature of OnePager Pro or Express, there are setup requirements to be made in the OnePager Pro or Express '''Template Properties''' form you intend to use. 

For more information on setting up the '''Field Splitting and Column''' features for OnePager Pro and Express and for OnePager Bundle using Oracle Primavera P6, Smartsheet, Planisware Enterprise, or Asana '''source plans''', please see the articles at:

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{| class="wikitable"
| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] <!--24.4.1-72-->
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| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] <!--24.5.1-72-->
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| [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] <!--24.5.2-72-->
|-
| [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] <!--24.5.3-72-->
|-
| [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] <!--24.5.5-72-->
|-
| [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] <!--24.5.7-72-->
|-
| [[Splitting and Parsing Columns for Asana Source Plans for Version 7.2 | Splitting and Parsing Columns for Asana Source Plans]] <!--24.5.9-72-->
|-
| [[Splitting and Parsing Columns for Wrike Source Plans for Version 7.2 | Splitting and Parsing Columns for Wrike Source Plans]] <!--24.5.11-72-->
|}
</center>

==Managing the Current Template Properties Form==

As mentioned, '''Template Properties''' forms are key to managing a standard look and feel for charts produced by individuals and organizations when communicating schedule issues. This being the case, the '''management of Template Properties''' forms as objects is an important subject that is presented in the article at: 

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{| class="wikitable"
| [[Managing the Current Template for Version 7.2 | Managing the Current Template]] <!--24.6.1-72-->
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==Related Links==

{| class="wikitable"
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] <!--4.0.1.3-72-->
| [[OnePager's Ribbon Tool Bar File Page for Version 7.2 | OnePager's Ribbon Tool Bar File Page]] <!--4.0.2.2.11-72-->
|-
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72--> 
| [[Managing the Current Template for Version 7.2 | Managing the Current Template]] <!--24.6.1-72-->
|}

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[[Category:Version 7.2]]
[[Category:Editing the Chart]]
[[Category:Charts]]
[[Category:Tool Bar]]	
[[Category:Task/Milestone Editing]]
[[Category:Templates Versus Charts]]
[[Category:Enterprise Integration]]
[[Category:Column Splitting]]
[[Category:Ribbon]]
[[Category:Snapshots]]
[[Category:Template Properties Form]]
[[Category:Chart Properties Form]]
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
[[Category:OnePager Bundle]]